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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $627,041 | $183,516+241.7% | $155,534+303.2% | $145,884+329.8% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 12.54% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $7,050 | $5,315+32.7% | $4,675+50.8% | $4,662+51.2% |
| Participant deferral / active EE | $4,286 | $6,467-33.7% | $5,630-23.9% | $6,690-35.9% |
| Admin fee / account holder | $1,492 | $19,293-92.3% | $15,900-90.6% | $13,392-88.9% |